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A New Wealth Management Dimension
"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"
Founder, Managing Partner and CEO
Having founded The Wealth Engineering Institute back in 1996, Mr. Gregory and his colleagues have utilized the Institute’s WealthEngineering™ Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for families and their businesses and their advisors. In addition to The Wealth Engineering Institute, this consortium of entities includes The Charitable Capital Design Center, The Wealth Engineering Hub, The Family Business Hub and EBenefits Hub. The vast array of services of our Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick and his colleagues have also founded Give Back Nation, a non-profit organization, which functions as a national community foundation to create even bigger waves of giving across the nation. Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
Founder and CEO of The Heritage Institute
A self-proclaimed recovering estate planning attorney, Rod Zeeb is passionate about training advisors. The Heritage Institute training is radically different from the college and continuing education to which professionals have become accustomed. Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.With a casual speaking style and an easy-going persona, Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America National de Tocqueville Conference, Pershing’s INSITE Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others. Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
CEO of Strategic Innovations Advisors LLC
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
President of InCap Group, Inc.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
National Business Resource Network Director at BDO USA
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
CEO and Founder of Trayecto
Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.
CEO and Co-Founder of Zocks
Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy. Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.
Co-founder & President of CyberFin
I am a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies. My mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines. With a rich background in marketing, tech, and e-commerce, I've worn multiple hats - from a visionary entrepreneur to a results-driven Chief Revenue Officer. My expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavours. Whether it's pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, I thrive on challenges and the thrill of innovation.
Co-founder & CEO of CyberFin
Chris, with over 20 years of experience, my journey began in traditional insurance, but my personal challenge with cybersecurity led me to co-found CyberFin. After grappling with the complexities of cyber laws, I turned my struggles into a streamlined cybersecurity solution designed specifically for insurance and financial services. At CyberFin, we have developed a managed, all-in-one cybersecurity solution tailored to insurance agencies and financial advisors to protect them from cyber-attacks and compliance fines. We are here to handle the complexities of cybersecurity so you don't have to, ensuring your business stays secure and compliant.
Managing Partner at AdvisorFinancing
Greg has worked in financial services for over 25 years, 20 as a wholesaler, helping high-impact financial advisors and registered investment advisors increase their visibility, productivity, and profitability. He received his Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota. Greg believes that giving back to the industry is important. Greg has demonstrated this through his service in the Minnesota Chapter of the Financial Planning Association and his attendance at local NAIFA meetings. Greg enjoys meeting with new advisors and guiding them toward unique custom lending scenarios every day. Greg and his wife Michele have been married for over 30 years. They reside in Blaine, MN, and have two adult daughters, most recently welcoming the next generation, a new granddaughter, to the family in summer 2022. Greg enjoys golf and other outdoor activities and has played in the Main Event of the World Series of Poker.
